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    NEWS TAGGED DISPLAY COMPONENTS
    Monday 11 August 2025
    Novatek expects weak 3Q25 seasonality; notebook and smartphone momentum insufficient to drive growth
    Taiwanese DDI leader Novatek held an earnings call on August 6, 2025, sharing its outlook amid challenging market conditions. Impacted by unfavorable factors such as the appreciation...
    Monday 11 August 2025
    GSEO reports 43% revenue surge in July on seasonal demand

    Taiwanese optical lens maker Genius Electronic Optical (GSEO) reported a robust rebound in July 2025, driven by seasonal demand from key...

    Saturday 9 August 2025
    HannStar's 12th straight quarter of losses leaves plant sale uncertain
    Small-to-medium-sized panel maker HannStar Display continued to incur losses in the second quarter of 2025, marking its twelfth consecutive quarter of accumulated losses. To simplify...
    Thursday 7 August 2025
    Samsung Display wins first MacBook order, BOE eyes iPads
    As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply...
    Thursday 7 August 2025
    AUO pushes strategic shift toward asset-light model amid global realignment
    AUO has confirmed that the sale of its Singapore plant is still underway, aligning with its strategy to streamline global operations. The move follows a similar step by Taiwanese peer...
    Wednesday 6 August 2025
    Largan sees 31% revenue jump in July on new smartphone rollouts, eyes 3Q expansion
    Largan Precision posted July 2025 revenue of NT$5.413 billion (approx. US$181 million), up 31% from June but unchanged from a year earlier. Revenue for the first seven months...
    Tuesday 5 August 2025
    BenQ Materials hikes polarizer prices 10% as currency volatility bites
    Polarizer manufacturer BenQ Materials will continue to optimize toward a high-value-added product structure amid a sluggish peak season for the display industry in the third quarter...
    Monday 4 August 2025
    iPhone 16 demand powers lens makers, but 4Q25 is the real test
    Apple reported strong iPhone sales in its fiscal third-quarter 2025 earnings, pushing overall revenue higher and triggering a ramp-up in shipments across the optical lens supply chain...
    Monday 4 August 2025
    Tariff relief? Taiwan's lens makers are watching something else
    Taiwan's optics sector is cautiously optimistic after temporary tariffs were announced, with most firms saying current rates align with expectations. Ability Opto-Electronics Technology...
    Monday 28 July 2025
    Darwin Precisions expects 50% revenue growth by 2026 via underdog startups
    Darwin Precisions, a subsidiary of AUO Group, is actively expanding into the biomedical field while maintaining steady development in the backlight module sector. Chairman Michael...
    Friday 18 July 2025
    South Korea steps up investment in iLED eyeing global leadership
    South Korea has pledged an investment of approximately US$350 million to develop next-generation inorganic LED (iLED) technology by 2032 to maintain the country's leadership in the...
    Thursday 17 July 2025
    Taiwan polarizer makers secure price hikes amid cost pressures
    Taiwan's polarizer manufacturers have successfully negotiated price increases exceeding 10% with panel makers as they grapple with currency headwinds and rising raw material costs,...
    Wednesday 16 July 2025
    Samsung wins early US trade ruling against BOE in iPhone OLED dispute
    The US International Trade Commission (ITC) has issued a preliminary ruling in favor of Samsung Display, backing the South Korean company's allegations that Chinese rival BOE Technology...
    Wednesday 16 July 2025
    Taiwan touch panel maker Mildex shifts tariff burden to US military clients
    Taiwan's Mildex Optical, a specialized touch panel manufacturer, has successfully transferred US tariff costs to its military and industrial customers, helping preserve margins as...
    Tuesday 15 July 2025
    China's TPV slips into the red in 1H25 on weak margins, FX headwinds

    TPV Technology, a leading manufacturer of smart display terminals, expects to post a net loss of CNY450 million to CNY490 million (approx...

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    KLA
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook